Filer Name: KEYES, STANGE & WOOTEN WEALTH MANAGEMENT, LLC
CIK: 2011352
Period: 2024-12-31
Filed At: 2025-02-13
Number of Holdings: 70
Portfolio Value: $0.17B

Keyes, Stange & Wooten Wealth Management, Llc Top Holdings

Ticker Exchange Security Shares Value % of Portfolio Position Change Put/Call
DFSD US DIMENSIONAL SHORT DURATION 469,764 $22M 12.98% 11.1% -
DFAI US DIMENSIONAL INTERNATIONAL CO 677,990 $20M 11.67% 0.3% -
DCOR US DIMENSIONAL US CORE EQ 1 ETF 279,094 $18M 10.55% 3.6% -
DFAT US DIMENSIONAL US TARGET VALUE 279,453 $16M 9.17% 1.9% -
BIV US VANGUARD INTERMEDIATE-TERM B 161,291 $12M 7.10% 14.3% -
DFAW US DIMENSTIONAL WORLD EQTY ETF 172,437 $11M 6.35% 8.4% -
DFAE US DIMENSIONAL EMERGING CORE EQ 365,391 $9M 5.46% 1.9% -
AVLV US AVANTIS US LARGE CAP VALUE 135,618 $9M 5.34% 2.6% -
DISV US DIMENSIONAL INTERNATIONAL SM 288,909 $8M 4.52% 2.9% -
VTI US VANGUARD TOTAL STOCK MKT ETF 24,131 $7M 4.12% -2.6% -
AAPL US APPLE INC 12,235 $3M 1.81% -1.2% -
DFEM US DIMENSIONAL EMERGING MARKETS 75,802 $2M 1.17% 1.9% -
MSFT US MICROSOFT CORP 4,575 $2M 1.14% 0.0% -
JPM US JPMORGAN CHASE & CO 7,489 $2M 1.06% -2.3% -
AVGO US BROADCOM INC 6,932 $2M 0.95% -0.3% -
ETN US EATON CORP PLC 3,568 $1M 0.70% -1.3% -
HD US HOME DEPOT INC 2,991 $1M 0.69% -1.1% -
WMT US WALMART INC 13,035 $1M 0.69% -2.9% -
MSI US MOTOROLA SOLUTIONS INC 2,489 $1M 0.68% -2.3% -
IEMG US ISHARES CORE MSCI EMERGING 17,543 $1M 0.54% -2.2% -
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